Carrollton Bank Employees 401(K) And Profit Sharing Plan — Form 5500 plan (Carrollton Bank)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Carrollton Bank Employees 401(K) And Profit Sharing Plan is a benefit plan reported by Carrollton Bank under EIN 37-0207180 and plan number 001. The latest loaded filing year is 2023. The filing reports 340 participants and $83,819,681 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Carrollton Bank
- EIN
- 37-0207180
- Plan number
- 001
- Plan type
- 2
- Location
- Carrollton, IL
- Latest filing year
- 2023
- Participants
- 340
- End-of-year plan assets
- $83,819,681
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 340 | H, C | 20240731121551NAL0012663843001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $83,819,681
- Total liabilities (EOY)
- $3,641
- Net assets (EOY)
- $83,816,040
- Net assets (BOY)
- $73,497,922
Income & contributions
- Employer contributions
- $3,979,732
- Participant contributions
- $2,918,646
- Total contributions
- $8,354,183
- Total income / additions
- $20,746,983
Expenses & distributions
- Benefits paid
- $10,188,028
- Administrative expenses
- $237,457
- Total expenses
- $10,428,865
- Net increase / (decrease)
- $10,318,118
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Moneta Group LLC | NONE | $123,912 | not reported in the loaded dataset | 2023 |
| Epic Retirement Plan Services | NONE | $113,545 | not reported in the loaded dataset | 2023 |
| Charles Schwab Trust Bank | NONE | $0 | $20,269 | 2023 |
| Charles Schwab & Co., Inc. | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Carrollton Bank
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Carrollton, IL
- Moneta Group LLC — Schedule C compensation
- Epic Retirement Plan Services — Schedule C compensation
- Charles Schwab Trust Bank — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation